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The session covers dashboard purposes and styles, including display, action, and toolbox formats, then guides how to define a dashboard’s POV by aligning questions, actions, and decisions. Hands-on content explains constructing dashboard elements, planning layout, adding interactive features such as slicers and timelines, sketching chart/table drafts, and applying collaboration through iteration for real marketing analyst metrics.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/data-analytics-with-excel-week-4-dashboards/248541/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/data-analytics-with-excel-week-4-dashboards/248541.png","ImageObject",442,249,{"name":88,"@type":89},"Ava Thompson","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-21","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":20},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is a dashboard in the context of this session?","Question",{"text":108,"@type":109},"A dashboard tells a story to provide details, prompt action, or answer questions.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How do you choose a dashboard style (display, action, toolbox)?",{"text":113,"@type":109},"Display dashboards summarize required information in one view, action dashboards work like a to-do list, and toolbox dashboards provide filters and options for exploration.",{"name":115,"@type":106,"acceptedAnswer":116},"How can you add interactive filtering to your Excel dashboard?",{"text":117,"@type":109},"For charts, insert a slicer via the PivotChart Analyze ribbon; for date fields, use a timeline. 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Display Dashboards: Summarize required info in a single view  \n2. Action Dashboards: Act as a ”to-do” list  \n3. Toolbox Dashboards: Give a set of filters and options for the user to explore  \n Action Dashboard  \n  }  \nDisplay Dashboard  \nToolbox Dashboard  \nDevelop your dashboard POV  \n• What question should this dashboard answer?  \n• What action should be taken by a viewer of this dashboard?  \n• What decisions should this dashboard inform?  \nAdding interactive features  \nEspecially for toolbox dashboards, add easy filtering tools  \nTo add a slicer (visual filter, more user friendly):  \n• Click into your chart → ribbon under PivotChart Analyze  \n→ Insert Slicer → choose your attribute(s)  \n• For date fields, Insert Timeline works similarly  \nTo add a filter to a PivotTable:  \n• Click into your table → field list on the right → drag afield into the Filter section  \nSketching out your dashboard  \n• Get clear on the requirements  \n• Brainstorm what types of charts or tables might make sense to display the required information  \n• Over time?  \n• Parts of a whole?  \n• Comparison?  \n• Single number?  \n• Set up a draft pivot table to see if you can accomplish the summaries you need  \nYour project  \nYou are a Marketing Analyst for a large network of 500 podcasts  \nThe COO of the network has asked you to create a dashboard to track the company’s top key metrics related to revenue  \n1. Monthly downloads by podcast content category  \n2. The top 5 advertisers in 2024 by revenue  \n3. Cumulative revenue so far this year, compared to last year  \n4. One more stat or chart you think the COO might like to see  \nIs this a display, action, or toolbox dashboard?","cbCaigIjkswjYmH9","https://ap.wps.com/l/cbCaigIjkswjYmH9","pdf",1219286,25,"English","# Designing your dashboard to meet client requirements\n## What is a dashboard and dashboard styles\n## Action dashboards, display dashboards, and toolbox dashboards\n# Building the elements of your dashboard\n## Develop your dashboard POV\n## Interactive features (slicers, timelines, PivotTable filters)\n## Dashboard layout and sketching\n# Your project\n## Marketing analyst dashboard requirements","[{\"question\":\"What is a dashboard in the context of this session?\",\"answer\":\"A dashboard tells a story to provide details, prompt action, or answer questions.\"},{\"question\":\"How do you choose a dashboard style (display, action, toolbox)?\",\"answer\":\"Display dashboards summarize required information in one view, action dashboards work like a to-do list, and toolbox dashboards provide filters and options for exploration.\"},{\"question\":\"How can you add interactive filtering to your Excel dashboard?\",\"answer\":\"For charts, insert a slicer via the PivotChart Analyze ribbon; for date fields, use a timeline. For PivotTables, use the field list to drag an attribute into the Filter section.\"}]","Data Analytics with Excel - Week 4: Dashboards | PDF",1789246529,9]